For field operations
- Interviewer. Complete interviews,
- Supervisor. Reassign work, review interviews.
- Headquarters. Manages survey:
- Creates users (i.e., Interviewer, Supervisor)
- Imports interviews
- Creates assignments
- Reviews interviews
- Exports data
- Observer. Like Headquarters, but can only observe.
For technical tasks
- Admin. Like “super” Headquarters.
- Can do everything Headquarters can.
- Can do things Headquarters cannot:
- Create workspaces.
- Create all users (including Headquarters).
- API. Like “super” Headquarters, but through API rather than GUI
Navigate to users screen
- Click on cog icon
- Click on
Users
One at a time
- Click on
ADD USER
- Provide attributes
- Save
In bulk
- Click on
UPLOAD USERS
- Select a default workspace
- Download .tab template and fill it
- Select a tab-delimited file
- Click on
UPLOAD .TAB FILE